$Palantir Technologies Inc.(PLTR)$  We're just a few hours away from the overnight session starting.

$Palantir Technologies Inc.(PLTR)$  is seeing a significant move, up 7.8% recently and 15% over the last five days. There's been heavy activity from short-dated call buyers, with notable sweeps of July 10 $129 to $132 calls, including multiple prints of 2,800 contracts bought at the ask. Open interest is reported near 500, indicating fresh bullish positioning. Given this momentum, traders who were betting against the move might want to reconsider their stance.

$Palantir Technologies Inc.(PLTR)$ Looking at the longer-term transformation in context, the picture is quite different now. Five years ago, the narrative was still early-stage and uncertain: • Government-heavy revenue mix • Limited commercial penetration • Marginal profitability profile Fast forward to today, and the business structure looks materially different: • Expanded global AI platform footprint • Strong acceleration in commercial adoption • Multi-billion cash generation profile • Sustained profitability with improving scale From a trading perspective, this is a classic example of how narratives lag behind fundamentals during transition phases — the business evolves first, while price discovery often follows in waves. Volatility remai

$Palantir Technologies Inc.(PLTR)$  Here are five stocks I own, ranked. My top pick is TTD. It's my strongest conviction. It's the largest independent ad platform globally, trading at the cheapest multiple in its public history, down 85% from its high while the underlying business never broke. It's growing at 12% with 78% margins, 95% retention, zero debt, and $1.4B in cash. The overhangs are clearing, and August 6th will be the proof. The selling was about the multiple, not the company. Second is ADBE. It's the most hated of this group, repriced low on an AI fear that is actually a tailwind. It's cheap, has massive cash flow, and Firefly is scaling. It's the same mispricing setup as TTD. Third is CRM. Its Agent

Twelve months ago, I flagged a few names as potential trillion-dollar candidates within a decade. $Micron Technology(MU)$  already accelerated much faster than expected, hitting that narrative milestone ahead of schedule. $Advanced Micro Devices(AMD)$  is now positioned as a next-wave contender in that same cycle. Looking ahead, these are the companies I think have the highest probability of joining the trillion-dollar club sooner than most expect: $Palantir Technologies Inc.(PLTR)$  - AI platform layer expanding across government and enterprise systems. $ARM Holdings(ARM)$  - foundational compute archite

$Palantir Technologies Inc.(PLTR)$ Increased my position in PLTR and WEN. WEN has chance of a short squeeze.

One has to realize $Palantir Technologies Inc.(PLTR)$  is no longer a speculative company, but one with profitable services. Many companies have faced similar scrutiny, but it's reasonable to think institutions will pick up shares as retailers exit. If projected earnings are a beat, that can run the stock back up. At the end of the day, it's about making money, and institutions can flip a stock's trajectory and sentiment on a dime.

$Palantir Technologies Inc.(PLTR)$ Burry is called "the boy who cried wolf". His "big short" on the housing bubble was actually way off and early, costing him a lot initially. He did well with Palantir, but honestly not much else is that notable. Plenty of regular traders or investors have had many 5-10X stocks. Anyway, I just think he's highly overrated. Of course, I'm a big Palantir bull and I've bought and sold it many times, doing well with it. Easily 10X on it. I'll hold a core position for a long time unless something makes me bail. It's a clear AI leader, profitable, with an amazing balance sheet, no debt, and massive growth. Not sure where or when it bottoms, and I know it has a high valuation, but that's the price you pay. Stay long.

$Palantir Technologies Inc.(PLTR)$ The stock flipped to long, looks like it's about to turn around.

$Palantir Technologies Inc.(PLTR)$  I'm liking what I'm seeing with PLTR here. It looks like the healthy correction we've been waiting for. With RSI well under 30 now, I have a better idea of what might come next.

$Lumentum(LITE)$  Global spending on AI infrastructure is hitting unprecedented levels, with worldwide AI expenditure forecast to reach $2.5 trillion. Driven by massive hardware and data center deployments, top tech firms collectively plan to allocate between $650 billion and $700 billion in capital expenditures this year alone!

$Lumentum(LITE)$ Seems like a lot of fear-mongering without real tangible evidence. Sellers should be cautious. Don't forget Lumentum's solid earnings/revenue and the strong guidance. These things are hard to deny because the numbers don't lie.

$Lumentum(LITE)$  Just read that Simply Wallstreet article putting a price target of 5000 on LITE. That's a huge number. But I bet around 90% of current holders will likely sell out in the 1200-1500 range. Only the big players might stick around for the really high figures. I'll still keep some on the shelf, like holding onto it for a while.

$Palantir Technologies Inc.(PLTR)$ There's no better stock to own when everyone is hating on it.

I'm holding $Palantir Technologies Inc.(PLTR)$  and NVDA. These two names represent different parts of the AI ecosystem, and I like having exposure to both sides of the trend.

$Lumentum(LITE)$ Hopefully the recent poor stock action is due to quarterly options expiring. For us longs, the hope is that next week will prove to be the payoff for this volatile and schizophrenic consolidation.

$Lumentum(LITE)$ Hard to make sense of the recent action on this stock. Maybe it's because we're in a period with no news or catalysts of any kind. No earnings for a couple of months at this point. Perhaps that's what the algos feast on—the absence of any catalyst, so they can just manipulate it up and down every day. It seems like we'll be stuck in this craziness for a while, given the lack of any upcoming catalyst to move the stock in one direction. The volatility is nuts.

$Lumentum(LITE)$ The action has been choppy since the high on May 12, 2026, and appears ready for a rally targeting the 1159 to 1277 area, provided dips hold above the low from June 9, 2026. The daily chart remains bullish, and I expect buyers to stay in control as long as price stays above the June 2026 low.

Optical players like $Lumentum(LITE)$ , $Applied Optoelectronics(AAOI)$ , and $Silver Verde May Mining Co., Inc.(SIVE)$  are recovering. The initial selloff seems overdone, and the short-term bounce aligns with a technical repair.

An update on the optics supply chain. The latest earnings calls are telling a very consistent story across the board - demand is still outrunning supply at nearly every major node. $Lumentum(LITE)$ : effectively sold out, >30% of demand not being met, capacity locked via LTAs through 2027. $Applied Optoelectronics(AAOI)$ : scaling hard (100k → 930k units/month by 2027) yet still expects demand > supply into mid-2027. $COHERENT(COHR)$ : bookings into 2028, doubling InP capacity twice in 18 months, calls out industry-wide bottlenecks. $Ciena(CIEN)$ : backlog up to $7.7B (+$2.6B in 6 months).